Advisory Assistant – Pretoria

Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.

Qualification/Experience:

Matric with a tertiary qualification.

Preference to Investment Management, Financial Planning, Accounting, Tax or CFP.

Ideally 3-5 years’ experience.

Computer Competency Requirements:

Tyrus – In-house system

Microsoft packages

KPA/Strategic Business Deliverables: (detailed description to be provided upon application)

Communication and Client Intimacy.

Administration.

Calculations.

Practice Management.

Greater Office Contribution.

Knowledge:

General knowledge of financial markets.

Knowledge of insurance and investment products.

Fee account and performance fees.

Mandates.

Asset classes, hedge funds and equities.

Lump sum investing/withdrawals.

Rate of return and income tax (CGT).